Rmr Wealth Builders Wisdomtree Tr Us Quality Divid Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Rmr Wealth Builders holds 12,925 shares of DGRW stock, worth $1.06 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,925

Previous 9,551 35.33%

Holding current value

$1.06 Million

Previous $745,000 44.3%

% of portfolio

0.11%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$75.88 - $83.21 $256,019 - $280,750	3,374 Added 35.33%	12,925 $1.08 Million
Q2 2024 Jul 23, 2024	BUY	$72.31 - $79.02 $5,350 - $5,847	74 Added 0.78%	9,551 $745,000
Q1 2024 Apr 15, 2024	BUY	$69.56 - $76.3 $73,038 - $80,115	1,050 Added 12.46%	9,477 $722,000
Q4 2023 Feb 06, 2024	SELL	$61.43 - $70.36 $5,037 - $5,769	-82 Reduced 0.96%	8,427 $592,000
Q3 2023 Oct 23, 2023	SELL	$63.23 - $68.5 $26,935 - $29,181	-426 Reduced 4.77%	8,509 $540,000
Q2 2023 Jul 21, 2023	BUY	$61.86 - $66.66 $7,546 - $8,132	122 Added 1.38%	8,935 $595,000
Q1 2023 Apr 11, 2023	SELL	$59.34 - $63.43 $11,808 - $12,622	-199 Reduced 2.21%	8,813 $549,000
Q4 2022 Feb 15, 2023	BUY	$54.71 - $63.51 $493,046 - $572,352	9,012 New	9,012 $543,000
Q3 2022 Nov 08, 2022	BUY	$53.91 - $63.08 $1,186 - $1,387	22 Added 0.25%	8,964 $483,000
Q2 2022 Aug 02, 2022	SELL	$55.42 - $64.55 $20,616 - $24,012	-372 Reduced 3.99%	8,942 $512,000
Q1 2022 May 13, 2022	BUY	$60.09 - $66.2 $68,863 - $75,865	1,146 Added 14.03%	9,314 $593,000
Q4 2021 Feb 02, 2022	BUY	$58.98 - $66.05 $17,694 - $19,815	300 Added 3.81%	8,168 $538,000
Q3 2021 Oct 18, 2021	BUY	$58.84 - $62.73 $262,897 - $280,277	4,468 Added 131.41%	7,868 $463,000
Q2 2021 Aug 16, 2021	SELL	$57.5 - $60.08 $221,202 - $231,127	-3,847 Reduced 53.08%	3,400 $203,000
Q1 2021 May 13, 2021	BUY	$53.02 - $57.54 $384,235 - $416,992	7,247 New	7,247 $414,000
Q4 2020 Feb 09, 2021	SELL	$47.73 - $53.96 $300,173 - $339,354	-6,289 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$45.51 - $51.78 $286,212 - $325,644	6,289 New	6,289 $312,000

Others Institutions Holding DGRW

# of Institutions

685

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Rmr Wealth Builders Wisdomtree Tr Us Quality Divid Transaction History